Episode

Filling up on Couche-Tard

Podcast: Long Term Investing - With Baskin Wealth Management
Published: Dec 2, 2025
Duration seconds: 3269
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Canonical source: https://podcasters.spotify.com/pod/show/barry532
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Summary

This week, Barry and Ernest review results for Alimentation Couche-Tard and Copart before breaking down Netflix offer to purchase Warner Brothers Discovery. 0:00- Intro 8:33- Alimentation Couche-Tard's rebound 15:04- Canadian compounder buybacks 24:17- Copart's earnings 30:29- Copart's low-value car problem 36:42- How AVs impact Copart 39:00- Netflix's bid for Warner Brothers Discovery